See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $11,383 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Directed Trustee | $1,878 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,517 | $55,415-46.7% | $155,509-81.0% | $74,495-60.4% |
| Participation rate | 89.5% | 61.9%+27.6pp | 78.2%+11.3pp | 67.2%+22.3pp |
| Annual return | 15.71% | 268.50%-252.8pp | 64.67%-49.0pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,223 | $2,836-56.9% | $5,626-78.3% | $4,346-71.9% |
| Admin fee / account holder | $15 | $1,738-99.1% | $15,912-99.9% | $1,942-99.2% |